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Avoiding Financial Scams and Identity Theft

WHO ARE THEY? • Financial fraudsters are after your assets. • Identity thieves steal your personal information (often to then commit financial fraud). WHAT DO THEY WANT? YOUR MONEY AND YOUR LIFE • Social Security [...]

The Next Big Political Fight – Fiscal Cliff

The next big political fight is quickly approaching – the fiscal cliff or debt ceiling crisis. The last big debt ceiling bout happened in mid-2017. By the end of 2017, the U.S. debt exceeded $20 [...]

Protecting Kid’s Identity

About a year ago, a massive Equifax security breach became public knowledge. If there was a silver lining to this infamous event, it likely spurred more consumers to take more measures to protect their identities. [...]

What is Cryptocurrency

Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are [...]

Donor-Advised Funds

Donor-Advised Funds are not new; they’ve been around since the 1930s. But they’ve been garnering more attention as a potentially appropriate tax-planning tool under the Tax Cuts and Job Act of 2017. Here’s how they [...]

Homes Become Less Affordable As Rates Move Up

The recent rise in rates has led to a drop in the Housing Affordability Index as tracked by the Federal Reserve. Both existing and new home sales slowed towards the end of 2016 as a [...]

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